Use the Claude, ChatGPT or Gemini plan your company already pays for.
Each one with the exact actions an agent can take in it.
All integrations30 minutes with us. Bring one job you never want to do again.
AI agents for accounting and law firms
Client email, missing invoices, filing deadlines, fee invoices and monthly reports, handled every day for every client. Your agents work from one brain that knows each file, so your people keep the advice and the relationship.
Northwind still owes 9 purchase invoices for the quarter. The reminder is ready with the exact list. Send it?
Sent. I'll check again on Thursday.Not into advice. Into sorting email, asking for the same documents twice and copying figures into reports, for every single client. Switch the week to see who does it with Brainstack.
Each agent works across all your clients, on a schedule, with its own dashboard. Start with the one that eats most of your week.
Sorts client email by client and urgency, files attachments and keeps every deadline on the calendar.
See this agentKnows what each client owes for the period and asks for it, politely, until it arrives.
Answers routine questions from your notes and approved answers. Anything that is advice goes to a person.
See this agentCollects IDs and deeds, drafts the engagement letter and opens the client file.
See this agentIssues monthly fees on the 1st and chases what's late, without awkward calls.
See this agentTurns each client's books into a one-page monthly report in plain words.
See this agentWrites the fee proposal from the first call notes and your price list.
See this agentFollows up every proposal you send, so no new client goes quiet.
See this agentWhile your team is in client meetings and reviewing files, the routine keeps moving.
Sorts 64 client emails by client and urgency and files 12 attachments in each client's folder.
Northwind still owes 9 purchase invoices. The reminder with the exact list is ready.
Needs your yesNext filing deadline is in 9 days: 3 clients still have documents missing. All three are on your calendar.
Answers 7 routine questions. One about a new deduction is advice, so it goes to Laura with the history.
Brightline's September report is ready: results, cash and what changed, from their books in a3innuva.
Needs your yesBluebird Co's deeds arrive. The engagement letter is drafted from your template.
Matches 36 monthly fees in Holded and sends a friendly reminder for the 2 still unpaid.
Writes Halcyon Foods' fee proposal from this morning's call notes.
Needs your yesBrings 41 client files up to date, every fact linked to the email or document it came from.
Tax regime, what's missing, what was agreed and what's coming live in one file per client, each fact with its source. Agents read it before they write to anyone, and each client space has its own list of who can see it.
Agents take the routine off your desk. Judgement, signatures and filings stay where your professional name is.
Agents answer from what you've already approved. Anything that needs judgement is routed to the right advisor.
Agents prepare and check. Submitting to the tax office and signing are always done by your team.
Reports, fee changes and anything with numbers waits for your approval before it reaches a client.
Client files have their own list of who can see them, for people and agents alike.
Your brain runs on its own machine in the US or Europe, with encrypted backups every 6 hours.
No new tool for your team to learn. Agents read and write where your files already live.
Reads companies, chart of accounts and balances.
Issues invoices, reads contacts and reconciles payments.
Reads invoices, contacts and accounting reports.
Works your shared mailbox and calendar.
Sorts client email and drafts replies for approval.
Reads and indexes client folders as sources.
Reads documents and saves deliverables.
Keeps deadlines and client meetings on the calendar.
Posts updates to the chats and channels you choose.
Reads and updates your deadline and client trackers.
Logs every prospect call and next step.
Books, moves and confirms client appointments.
Pick the plan for the size of your team, not your number of clients. Use the Claude, ChatGPT or Gemini plan you already pay for.
Your first 3 agents: email, documents and fees.
10 agents across clients, admin and new business.
25 agents and dashboards for every area.
We build it with you and agree a price.
Yes. Agents read companies, chart of accounts and balances from a3innuva, and issue invoices, read contacts and reconcile payments in Holded. Xero connects too.
No. They prepare, check and chase. Filing, signing and any advice stay with your team, and questions that need judgement are routed to a person.
Your company brain runs on its own server in the US or Europe, with encrypted backups every 6 hours. Each client can be its own space with its own list of who can see it. The AI model you choose processes each request under its provider's terms.
Agents can work from the exports your software saves to SharePoint, OneDrive or Drive, and from your email. Tell us which program you use: requests decide what we connect next.
No. Clients keep emailing your firm as always. Replies and reminders go out from your own mailbox, in your firm's voice.
Up to 3 people starts on Starter ($99/month). Up to 10 people fits Growth ($499/month), up to 30 people Scale ($999/month). Larger firms talk to us about Custom. Your AI plan is paid directly to the provider.